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KWMG

King Wealth Management Group Portfolio holdings

AUM $800M
1-Year Est. Return 22.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.51M
3
+$2.06M
4
BSX icon
Boston Scientific
BSX
+$742K
5
DIS icon
Walt Disney
DIS
+$663K

Top Sells

1
+$21.9M
2
+$19.6M
3
+$12.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$10M

Sector Composition

1 Technology 14.66%
2 Financials 10.44%
3 Healthcare 9.45%
4 Consumer Discretionary 8.6%
5 Industrials 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$202K 0.09%
2,700
-32,030
127
$202K 0.09%
853
128
$202K 0.09%
1,140
-726
129
$168K 0.07%
4,250
+196
130
$155K 0.07%
22,000
131
$127K 0.05%
+20,000
132
$122K 0.05%
4,501
+4
133
$107K 0.05%
10,314
-5,244
134
$45K 0.02%
+65,000
135
$13K 0.01%
118
+19
136
$6K ﹤0.01%
400
137
– –
-3,000
138
– –
-22,562
139
– –
-3,638
140
– –
-1,681
141
– –
-3,249
142
– –
-12,549
143
– –
-952
144
– –
-1,815
145
– –
-5,112
146
– –
-112,148
147
– –
-102,820
148
– –
-58,447
149
– –
-1,912
150
– –
-9,840
3 4 5
6
7